What We Do

Our Work

Without a doubt, experience is a vital component of wealth management. But at Moors & Cabot, we think experience tempered with wisdom is even more valuable.  To us, wisdom is the result of making good decisions—something Moors & Cabot has done consistently for nearly one and a quarter centuries.

Our focus has always been on doing what’s best for our clients. Our business model demands it.

At Moors & Cabot, we work with select individuals, families, businesses and institutions to build, manage, protect and transition wealth.

We define wealth by four major cornerstones:Wealth Investments

  1. Investments (Assets)
  2. Credit/Debt (Liabilities)
  3. Risk & Protection (Insurance)
  4. Transition Planning

We approach wealth management with a holistic process of:

  • Listening
  • Analyzing
  • Modeling
  • Planning
  • Implementing
  • Monitoring and
  • Finally adjusting the plan when needed

We are unique in our history, our ownership and management structure. 

Learn more about how we approach:

Wealth Management

Investment Management

Financial Planning

Single Stock Risk